GWM
APO icon

Gupta Wealth Management’s Apollo Global Management APO Stock Holding History

Gupta Wealth Management’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$137K Hold
8,000
– – 0.03% 286
2015
Q4 		$121K Hold
8,000
– – 0.03% 300
2015
Q3 		$137K Buy
+8,000
New +$159K 0.03% 299

Other funds holding APO

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Gupta Wealth Management's APO Position: Q1 2016 in Review

Gupta Wealth Management held its Apollo Global Management (APO) position steady in Q1 2016 at 8,000 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #286.

Gupta Wealth Management first reported a position in APO in Q3 2015 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold APO as of Q1 2016.

  • Gupta Wealth Management held 8,000 shares of Apollo Global Management worth $137K as of Q1 2016.
  • Gupta Wealth Management left its Apollo Global Management share count unchanged in Q1 2016.
  • Apollo Global Management made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #286 holding.
  • Gupta Wealth Management first reported a position in Apollo Global Management in Q3 2015 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.